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1,053 hedge funds and large institutions have $35B invested in MSCI in 2026 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 362 increasing their positions, 425 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $38.7B → $35B (-$3.62B)

15% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 425

49% less call options, than puts

Call options by funds: $63.8M | Put options by funds: $126M

Holders
1,053
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$63.8M
Puts
$126M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
751
Mount Yale Investment Advisors
Colorado
$273K
WEG
752
World Equity Group
Illinois
$271K
ICP
753
Impact Capital Partners
Colorado
$269K
PPW
754
Parcion Private Wealth
Washington
$268K
LAM
755
LECAP Asset Management
United Kingdom
$265K
DFCM
756
Dark Forest Capital Management
Puerto Rico
$264K
RIL
757
Rothschild Investment LLC
Illinois
$259K
DILIC
758
Dai-ichi Life Insurance Company
Japan
$257K
WI
759
WrapManager Inc
California
$256K
Axa
760
Axa
France
$256K
PCM
761
Permanent Capital Management
Illinois
$255K
SL
762
Sentinus LLC
Illinois
$254K
IAA
763
Independent Advisor Alliance
North Carolina
$254K
LCAM
764
London & Capital Asset Management
United Kingdom
$253K
DWP
765
Daymark Wealth Partners
Ohio
$252K
CFGW
766
Chancellor Financial Group WB
Pennsylvania
$252K
SCM
767
SCS Capital Management
Massachusetts
$250K
WJWM
768
Williams Jones Wealth Management
New York
$250K
KP
769
Keel Point
Alabama
$248K
LI
770
Lafayette Investments
Maryland
$247K
MFA
771
Mayflower Financial Advisors
Massachusetts
$245K
BA
772
Bridgewater Advisors
New York
$244K
RRWA
773
Rainey & Randall Wealth Advisors
Florida
$240K
EFG
774
Everhart Financial Group
Ohio
$240K
IA
775
Inspire Advisors
Idaho
$240K